Learn how our platform can work best for you.


Family Offices

Preserve and generate wealth using secure, upgraded technology. Streamline your operations, facilitate open communication, and make more informed investment decisions.

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Wealth Advisors

Provide tailored, high-touch service to your clients. Simultaneously scale customization and grow your business to gain and maintain a competitive advantage.

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Private Banks

Implement a best-of-breed technology strategy. Operate more efficiently and effectively at scale and empower your advisors to provide the highest level of client service.

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The Addepar Platform

By creating one system, one platform that manages all of the critical information for the entire investment community, we have created the operating system for our financial world. The Addepar platform is secure, scalable, and fast—freeing you up to spend more time on what matters most: investment analysis, building trusted relationships and growing your business.

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Latest News

Addepar Surpasses $500 Billion in Assets and Opens Platform API for Integrations

Addepar's Open API gives clients and integration partners a programmatic solution to tie Addepar’s data and calculations into a multitude of other products and systems.

Join Us

Challenge the Accepted

At Addepar we are building the technology platform to transform global finance. Are you ready to build the future with us? View open positions and learn more about our culture on the Careers page.

Featured Events

IMPACT® 2016

We're headed to IMPACT® 2016 this year with a great slate of activities. Come stop by our booth to get hands on with the most innovative investment management platform in the industry. Schedule time with us today!

Upgrade your investment management platform.

Contact Addepar today to see how you can make more informed investment decisions, streamline operations, and provide superior client service.

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